Tag: estate planning
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Trump as President-Elect: Top 10 Year-End Tax Planning Tasks, according to McManus & Associates
Top AV-rated attorney releases immediate to-do list with annual estate planning opportunities and strategies based on President-Elect Trump’s pre-election tax platform NEW YORK, NY – November 18, 2016 – In light of Donald Trump’s election and his pre-election platform to reduce marginal income tax rates, there are several planning strategies that should be considered as…
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Split to Be Tied!
Looking Beyond the Morrissette Decision and Around the Corner for Inter-Generational Split Dollar I have had the opportunity throughout my career to know top life insurance agents as well as several top estate planning attorneys. In my view, the best life insurance salesman are the best salesman for any product or service. After all, it…
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Wealth Preservation Europe Account
Dublin based Canada Life International Assurance has launched a new estate planning product – the Wealth Preservation Europe Account. The WPEA is based on Canada Life’s award winning Wealth Preservation Account (WPA), which was voted the Best Trust/Estate Planning Product in the International Adviser International Life Awards 2013. The WPEA and WPA both allow individuals…